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AI agent for corporate counsels

NDA and Confidentiality Tracker Agent

No document is released to a party without a current NDA that covers them

ComplianceRisk managementFinance
See how it worksGet access
NDA and Confidentiality Tracker Agent: what goes in, what the agent does and what you get

What it does

On a live deal, dozens of parties get information, and each one must have a signed NDA that is still in force and covers what is being shared. Teams find lapsed or missing NDAs after a document has already gone out. This agent keeps a tracker of every party with signing date, expiry, term and permitted use. Before each document release it checks the recipient against the tracker and the scope of the NDA. If the NDA is missing, lapsed or does not cover the recipient's affiliates, it blocks the release request, asks the deal lead to start a signature or renewal, and rechecks when the signed copy arrives. Legal decides whether any release may go ahead without a current NDA. Edge case: the NDA covers the fund but the recipient is a portfolio company, and the agent flags the mismatch.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueYes, continueApprovedNoNo 1 STARTS WHEN A release to a party is requested 2 USES A TOOL Look up the party in the NDA tracker 3 DOES Read the NDA terms: parties, scope, expiry,permitted use 4 CHECKS THE RESULT Is there a signed, unexpired NDA covering thisrecipient and material? If not: request signature or renewal from the deal lead,hold the release, and look up again when the copyarrives. Back to step 2. 5 DOES Check the NDA for non-solicit or standstill termsthat affect the release 6 USES A TOOL Confirm data room permissions match the NDA scope 7 CHECKS THE RESULT Do the permissions fit the NDA scope? If not: narrow permissions to the allowed material andrecheck. Back to step 6. 8 DOES Log the release with the NDA reference 9 YOU APPROVE Legal approves any release to a party without acurrent NDA 10 RESULT Release cleared and logged
Read the steps as a list
  1. A release to a party is requested
  2. Look up the party in the NDA tracker
  3. Read the NDA terms: parties, scope, expiry, permitted use
  4. Is there a signed, unexpired NDA covering this recipient and material?If not: request signature or renewal from the deal lead, hold the release, and look up again when the copy arrives. Back to step 2.
  5. Check the NDA for non-solicit or standstill terms that affect the release
  6. Confirm data room permissions match the NDA scope
  7. Do the permissions fit the NDA scope?If not: narrow permissions to the allowed material and recheck. Back to step 6.
  8. Log the release with the NDA reference
  9. Legal approves any release to a party without a current NDAThe agent waits here for your OK.
  10. Release cleared and logged

How it decides

It approves a release only when the recipient has a signed, unexpired NDA whose scope covers the recipient entity and the material type.

  • Block release if the NDA expires within the release window
  • Flag affiliates and advisors not named in the NDA
  • Run the expiry scan weekly and warn at 30 days
  • Do not accept an unsigned draft as an NDA

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Expiry warning period (default 30 days)
  • Required terms per NDA template
  • Data room system used
  • Who is notified for holds

What keeps you in control

It always asks you first

  • Legal approval for any exception
  • Sending signature requests to the counterparty

Hard limits

  • Never releases documents itself
  • Never accepts exceptions on its own
  • Keeps a full release log

It stops when

  • Done: release is cleared with a valid NDA
  • Stop: NDA status cannot be verified

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensBefore sending a management deck to a fund's adviser, the agent found the fund's NDA expired on September 30, so the check failed. It held the release and asked the deal lead to request a renewal. The signed renewal arrived on October 4. The agent rechecked scope, saw that advisers were not named, and flagged it. Legal approved with a named list. The release went out.

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